Experience you can trust.
Ramzi Baklouti, CFP®, MBA
Vice President of Operations & Research,
Law & Associates
Wealth Advisor, RJFS
Ramzi@lawandassociates.com
Ramzi Baklouti joined Law & Associates Wealth Management and Planning in June of 2011. He has been a great asset with an aptitude for resolving problems and a perspicacity of the capital markets. Ramzi spends most of his time researching financial literature and analyzing investments, markets and economic trends. His quest for knowledge and desire to help others makes him invaluable to our clients and the firm’s financial planning process.
Ramzi is a CERTIFIED FINANCIAL PLANNER® practitioner. He has a B.S. in Business Administration with a concentration in finance from Strayer University and an M.B.A. from the University of Maryland University College. Ramzi is a Registered Representative and General Securities Sales Supervisor through Raymond James Financial Services. He completed the Institute of Investment Management Consulting through Raymond James in August of 2017. Fluent in Arabic, French, Spanish and English, Ramzi’s expanded interest and understanding of business finance, along with his strong managerial skills, stem from his education and prior professional experience.
Ramzi lives with his wife, Ada, and children in Gaithersburg, Maryland. He enjoys volunteering with the City of Gaithersburg as a youth soccer coach. When he’s not coaching soccer, he enjoys anything to do with technology, meeting new people, cooking and reading about history or philosophy.
The Investment Management Consultant title is awarded to those who complete the Raymond James Institute of Investment Management Consulting program.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.